As an independent financial services firm Summit View Wealth Management is positioned to invest in areas that are specifically focused on our clients' needs — and not tied to any big organization. We select the resources that we believe are solely and completely in your best interests, using open-architecture technology. We uphold our absolute fiduciary responsibilities in all client relationships.

 


 

Megan Burgess

Chief Inspiration Officer
412-261-4500

You’ll see her smile before she enters the room. She strives to be a shoulder to lean on in times of need. If you have a problem, she will solve it. She’s compassionate, selfless, inspirational, innovative, optimistic, the queen of adaptability, and the beating heart of our team—our Chief Inspiration Officer, Megan Burgess.

For more than 20 years, Megan has been creating and maintaining systems, leading and building strong teams, and flourishing in business development and team performance.

On the weekends, you may have a hard time finding her because she is probably on a fun adventure with her family. If you need any sort of remedy for yourself, your child, your dog—Megan is your girl.

Megan is a proud mom, wife, role model, friend and Penn State Nittany Lion.

Schedule a Meeting

Brad Tiche CFP®, ChFC®, AIF®, RICP®

Retirement Income Strategist
412-261-4500

He is a committed expert in his field with ambitions that are driven by his passion of sharing knowledge for the greater good. His focus, vitality, discipline, determination and exuberance for life is contagious. He’s our Lead Advisor, Retirement Income Strategist and Financial Architect, Brad Tiche.

Brad had a vision, and when he has a vision, good luck trying to stop him. He envisioned creating a company whose sole existence was to guide individuals and families through impactful seasons of their lives, namely retirement. For the past 30 years, he has been doing just that. Brad’s subjective view of the world and adaptability allow him to work with his clients to instill confidence in living a purposeful, fulfilling life in retirement.

Brad is a proud father, farmer, leader and Penn State Nittany Lion.

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Kacey Northrup MBA, AIF®, AFC®

Purposeful Retirement Coach
412-261-4500

Her ability for empathizing with and understanding your situation and aspirations is unparalleled. When you’re feeling anxious about your future, she will immediately put you at ease by being your biggest supporter, cheerleader and financial counselor. If you’ve been searching for someone who can help figure out what is important to you, you’ve found her— our Purposeful Retirement Coach, Kacey Northrup.

She has dedicated her career to working with clients to create digestible, practical and exciting plans, from both a financial and fulfilling standpoint, ensuring smooth transitions throughout the various seasons of life.

Her passion shines through in everything she does whether it be with family, friends, work, being a dog mom, or living a purposeful life. She’s never met a craft she didn’t like or shied away from a good ole fashion heart-to-heart.

Kacey is a proud daughter, wife, dog mom, friend, Kent State Golden Flash and St. Bonaventure Bonnie.

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Kevin Callahan AIF®

Strategy Specialist

He is genuine, caring and has an unmatched ability to make others feel safe and secure. Integrity, authenticity, purposeful living are his top priorities. With a unique ability to see both the details and the big picture, he can grasp matters from a wide perspective. He’s our Strategy Specialist, Kevin Callahan.

Kevin’s biggest passion, and the impetus of his career path, is helping clients achieve financial wellness. While he enjoys and values the dedicated time, he spends talking you through your financial strategies and progress, another place you may find him is on the golf course.

Kevin is a proud son, uncle, dog dad, Ace and Edinboro Fighting Scot.

Alyssa Sumpter

Client Concierge and Onboarding Specialist

She’s meticulously detail-oriented, ambitious, responsible, and carries with her the most noble of intentions. Her passion is holding things together for others while striving to be an expert in her field. She is enthusiastic and dedicated to helping others live a purposeful life —she’s our Client Concierge and Onboarding Specialist, Alyssa Sumpter.

Alyssa is your go-to for client onboarding, plan updates and account maintenance. She will never let a stone go unturned and is always happy to help. She’s passionate, excited and determined to continue paving her career path in financial services with Summit View Wealth Management while working alongside our advisory team.

Alyssa is a proud fiancé, dog mom, friend and University of Maryland Terrapin.

Jessica Colamarino

Client Concierge

You’ll likely be drawn to her magnetic personality, energy and charisma. She’s an expert multitasker and can problem solve on the fly. With her laser focus, she can accomplish more in one hour than most can in a day. She’s our schedule juggler and Client Concierge, Jessica Colamarino.

With over 14 years of experience, she’s no stranger to operations and human resources. Jessica is a master of defining, creating, and executing operational processes and systems—she may even work on this in her spare time (when she’s not making Chipotle runs or coaching her son’s baseball team).

Jessica is a proud mom, wife, coach, and Kent State Golden Flash.

Robert C. Nagel CFP®

Financial Advisor

Rob is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisor Representative of Cambridge Investment Research Advisor. Rob provides financial advice and planning for individuals and businesses. Rob has over 20 years of experience in the financial service industry. His vast knowledge and experience with numerous investment plans offers him the flexibility to match the best investment strategies for you.

Rob is a Certified Financial Planner™ practitioner and a Licensed Agent for Life, Accident and Health Insurance.  He currently holds a FINRA Series 7: General Securities Representative, FINRA Series 66: Uniform Securities Agent Registration, and FINRA Series 24: General Securities Principal.

He is a graduate of Penn State University. He and his family reside in Johnstown, PA. They enjoy outdoor activities and are involved in the community.

Rob may be reached at nagelr@summitviewwealth.com.

Kathleen M. Mock

Client Concierge

Kathy currently holds a FINRA Series 7: General Securities Representative, and FINRA Series 66: Uniform Securities Agent Registrations. She is responsible for the day to day operations of the firm. She is a Registered Representative of Cambridge Investment Research, Inc. and an Investment Advisor Representative of Cambridge Investment Research Advisor. She works closely with individuals and businesses and the many investment companies with which Mint Capital Advisors, LLC conducts business.

Kathy is originally from and resides in Johnstown. She enjoys scrapbooking, watching sports, and spending time with her family.

Kathy may be reached at mockk@summitviewwealth.com.

 


 

Our Strategic Partners

 

We are committed to offering a holistic approach to achieving your financial goals and plans. Our strategic partners are subject matter experts; we work in tandem with them as appropriate and coordinate all conversations.

 

Thomas Golden, MST, CPA

tgolden@kslassociates.com

Chris McGonigle

Medicare Consultant
cmcgonigle@centuryinsure.com

Chad Tate

Mortgage Advisor
chad@htsmortgage.com

Steve Goodman

Mortgage Advisor
stevegoodman@equitylendinggroup.com

Slade R. Miller

Slade R. Miller, Esq.

smiller@millerandmillerattorneys.com

Ashley Norwood-Struppa

Student Loan Guru
anorwood.slg@gmail.com

 

Our Strategic Partners are not registered/affiliated with Cambridge and can not offer securities or advisory services.